MCGAX Mutual Fund

NAV$8.78

Returns Overview

1 Month
+2.80%
3 Months
+18.63%
6 Months
+12.24%
YTD
+11.02%
1 Year
+7.46%
3 Years (annualized)
+16.39%
5 Years (annualized)
+11.01%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCGAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+10.82%
vs Peers
+0.20%

MCGAX Mutual Fund Performance

MCGAX performance across multiple time periods: 1-month 2.80%, YTD 11.02%, 1-year 7.46%, 3-year 16.39%, 5-year 11.01%, 10-year 14.55%.

MCGAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

MCGAX performance comparison shows side-by-side returns with another fund. MCGAX alternatives are available in the Mutual Fund Screener.